Mark is passionate about helping people realize their financial goals through a tried and tested financial planning process. He has worked in the financial services industry for the past 20 years, working for consultancy firms, brokers and multinational banking organizations. Mark has held various professional and management roles within his career; he has extensive project and people management experience as well as core financial planning skills and knowledge. Mark has traveled extensively and lived and worked in the UK, New Zealand and the USA.
After meeting and marrying his wonderful wife Corrie in Cheltenham, UK, Mark and his family moved to the USA to settle and work in Corrie’s home state of Maryland. Mark and Corrie are blessed to be parents and have one beautiful daughter Elliana. As a Financial Advisor at Wadsworth Financial Consulting, Mark enjoys combining his skills and passion to help people succeed and reach their goals. He is registered as an Investment Advisor Representative of AE Wealth Management and has passed the Series 65 Securities exam alongside his Life & Health Insurance Licenses. Before moving to the US, Mark completed an advanced GNVQ in business studies at Runshaw College and went on to further his education with the following UK professional qualifications: Diploma and Financial Planning, Certificate in Mortgage Advice, and Certificate in Securities Advice & Dealing. Mark holds the UK designations DipPFS & Cert CII (MP).
Outside of work, you can find Mark spending time with his family and friends, running, snowboarding, and being involved in his local church.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 410-850-4121 today!